2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
2001
Tillar-Wenstrup Advisors
Ohio
$2.38M -$225K -5,376 -9%
IIC
2002
Integrated Investment Consultants
Michigan
$2.38M +$2.38M +56,692 New
DT
2003
Diversified Trust
Tennessee
$2.37M -$152K -3,628 -6%
KPF
2004
K2 Principal Fund
Ontario, Canada
$2.37M -$3.93M -93,600 -62%
DM
2005
Diker Management
New York
$2.37M -$3.38M -80,624 -59%
CAAS
2006
Capital Asset Advisory Services
Michigan
$2.37M -$23.2K -552 -1%
HDIM
2007
Hanson & Doremus Investment Management
Vermont
$2.35M +$590K +14,060 +34%
CCWA
2008
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.35M -$55.5K -1,324 -2%
EF
2009
Exeter Financial
Arizona
$2.35M +$116K +2,772 +5%
VIA
2010
Vident Investment Advisory
Georgia
$2.34M -$3.06M -69,616 -57%
TIM
2011
Tortoise Investment Management
New York
$2.34M +$518K +12,360 +28%
EHWM
2012
Eads & Heald Wealth Management
Georgia
$2.33M -$116K -2,772 -5%
HF
2013
HRT Financial
New York
$2.33M +$2.33M +55,624 New
EFSCE
2014
Enterprise Financial Services Corp (EFSC)
Missouri
$2.33M -$245K -5,832 -10%
BC
2015
Banced Corp
Illinois
$2.32M -$38.1K -908 -2%
BCFS
2016
Butensky & Cohen Financial Security
Florida
$2.32M -$34.7K -828 -1%
SH
2017
Svenska Handelsbanken
Sweden
$2.32M
APTFM
2018
AGUR Provident & Training Funds Management
Israel
$2.32M
MSFP
2019
Mark Sheptoff Financial Planning
Connecticut
$2.32M +$84.2K +2,008 +4%
BFPW
2020
BOK Financial Private Wealth
Colorado
$2.31M -$191K -4,564 -8%
MNG
2021
Manning & Napier Group
New York
$2.31M -$3.35K -80 -0.1%
AIS
2022
AlphaOne Investment Services
Pennsylvania
$2.31M +$1.88M +44,752 +435%
BE
2023
Bonness Enterprises
District of Columbia
$2.3M -$168K -4,000 -7%
MCM
2024
MV Capital Management
Maryland
$2.3M +$665K +15,840 +41%
IA
2025
Independence Advisors
Pennsylvania
$2.29M -$43.5K -1,036 -2%